Latest Institutional Transactions on Mastercard Inc (MA)
This table provides information on the latest institutional transactions involving Mastercard Inc (MA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
146+ 0.57% |
$62.7K - $73.1K
|
25.6K
$13.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
240+ 2.75% |
$103K - $120K
|
8.97K
$4.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-27- 0.17% |
$11.6K - $13.5K
|
15.7K
$8.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.87K+ 148.3% |
$805K - $938K
|
3.14K
$1.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.41K- 78.14% |
$1.04M - $1.21M
|
675
$352K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
173+ 14.34% |
$74.3K - $86.7K
|
1.38K
$719K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-7- 1.46% |
$3.01K - $3.51K
|
473
$246K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-35- 4.37% |
$15K - $17.5K
|
766
$399K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
96+ 1.36% |
$41.2K - $48.1K
|
7.14K
$3.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-439- 0.47% |
$189K - $220K
|
93.3K
$48.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.4KNew |
$603K - $703K
|
1.4K
$732K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
845+ 5633.33% |
$363K - $423K
|
860
$448K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
912New |
$392K - $457K
|
912
$475K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
425New |
$183K - $213K
|
425
$221K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
12+ 1.52% |
$5.16K - $6.01K
|
799
$416K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
11K+ 43.58% |
$4.71M - $5.5M
|
36.1K
$18.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
60+ 3.62% |
$25.8K - $30.1K
|
1.72K
$895K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
116+ 1.7% |
$49.8K - $58.1K
|
6.94K
$3.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
49+ 6.35% |
$21.1K - $24.5K
|
821
$428K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-30- 0.83% |
$12.9K - $15K
|
3.59K
$1.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-26.2K- 20.15% |
$11.3M - $13.1M
|
104K
$54.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
286+ 1.68% |
$123K - $143K
|
17.3K
$9.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-5.22K- 2.37% |
$2.24M - $2.62M
|
215K
$112M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-63- 3.55% |
$27.1K - $31.6K
|
1.71K
$893K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
456+ 1.94% |
$196K - $228K
|
24K
$12.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31- 5.18% |
$13.3K - $15.5K
|
568
$296K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
905New |
$389K - $453K
|
905
$472K
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-188- 2.57% |
$80.8K - $94.2K
|
7.14K
$3.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
150+ 1.23% |
$64.4K - $75.1K
|
12.3K
$6.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
412+ 84.77% |
$177K - $206K
|
898
$468K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
98+ 13.98% |
$42.1K - $49.1K
|
799
$416K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-1.44K- 1.71% |
$618K - $721K
|
82.5K
$43M
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
27+ 0.17% |
$11.6K - $13.5K
|
15.8K
$8.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-17- 3.04% |
$7.3K - $8.52K
|
543
$283K
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-28- 0.15% |
$12K - $14K
|
18.7K
$9.75M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
768+ 25.14% |
$330K - $385K
|
3.82K
$1.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4- 0.09% |
$1.72K - $2K
|
4.34K
$2.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6- 0.13% |
$2.58K - $3.01K
|
4.76K
$2.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-597- 0.9% |
$256K - $299K
|
65.9K
$34.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-4- 0.33% |
$1.72K - $2K
|
1.2K
$625K
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
101+ 0.66% |
$43.4K - $50.6K
|
15.4K
$8M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-970- 10.95% |
$417K - $486K
|
7.89K
$4.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
53+ 1.86% |
$22.8K - $26.6K
|
2.9K
$1.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-524- 13.34% |
$225K - $263K
|
3.4K
$1.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
485+ 9.62% |
$208K - $243K
|
5.53K
$2.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-853- 4.34% |
$366K - $427K
|
18.8K
$9.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
115+ 4.1% |
$49.4K - $57.6K
|
2.92K
$1.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-14- 0.2% |
$6.01K - $7.01K
|
7.16K
$3.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
600+ 72.55% |
$258K - $301K
|
1.43K
$744K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-12- 0.31% |
$5.16K - $6.01K
|
3.82K
$1.99M
|